Marketing Audit
The following questions are for informational use only and your profile will be held in strict confidence. The purpose of this marketing profile is to help us better understand your business and future goals so we may assist you in your marketing and advertising efforts. Thank you.
1. Please select the organizational type of your business.
Sole Proprietor Corporation Partnership Other ______
2. What are your core products/service? ______
3. Major brand names carried: ______
4. What are your store hours? ______
5. What days are you open? ______
6. Credit cards accepted? Yes No
7. Store charge accounts available? Yes No
8. How long have you been in business at this location? ______
9. What are your business objectives? (Example: revenue increase, profit maximization) ______
______
10. What have been your major problems during the past year? ______
______
11. What are your major opportunities/problems during the next year? ______
______
12. What are your year-to-date sales results versus the previous year? Increase/decrease ______%
13. How important is advertising to your business? (check only one)
Very Important Important Somewhat Important Not Important
14. Who is involved in the advertising decisions? ______
15. Are you familiar with Co-op advertising funds? Yes No Would like more info on
16. How much of your annual gross sales are invested in advertising? ______% $______
17. Current advertising budget by media (per month):
Radio______%
Newspaper______%
Television______%
Outdoor______%
Other______%
18. How do you measure your advertising effectiveness? (check all that apply)
Comments Phone Calls Average Dollar Sales
Coupons Redeemed Other ______
19. How many times per month would you say your core customers frequent your business?______
20. What would you say is the average $ purchase in your store? $______(Sales $/by number of sales transactions)
21. What are your peak traffic days? (check all that apply)
Sun Mon Tue Wed Thu Fri Sat
22. What are your peak selling months? (check all that apply)
Jan Feb Mar Apr May Jun
Jul Aug Sept Oct Nov Dec
23. What other marketing methods do you use to promote your business? ______
______
______
______
24. At what times do you have sales or special promotions? ______
______
25. Do you have a company logo? Yes No Would like to create one
26. Do you have a slogan? Yes No Would like to create one
27. What type of marketing information would you like to have about your industry? (Demographics, buying trends, market potential, etc.) ______
______
______
28. Customer identification: Percentage of your customers:
Men ______%Women ______%
29. Customer identification: Percentage of your customers:
Ages: 12-17 ______% 45-54 ______%
18-24 ______% 55-64 ______%
25-34 ______% 65 + ______%
35-44 ______%
30. What percentage of your clients are:
Home owners ______%Renters ______%
31. Residential ZIP codes of clients:
32. What is the average income level of your customers? ______
33. How far do your customers drive to do business with you? ______
34. What percentage of your business volume is military? ______
35. Are you satisfied with your current military business volume? Yes No
36. What product lines do you feel offer you the best future growth opportunities? ______
______
37. Who do you consider your major competitors? ______
______
38. What are your competitive advantages? ______
______
39. If another business such as yours opened, why would your customers choose your business? _____
______
______
40. How is your store different from your competition? (check all that apply)
Product Service Experience
Price Access Other ______
41. How do you feel we can help you the most? ______
______
______
______
42. Is there anything else we should know about your business that would help us understand you and your business better? ______
______
______
Thank you!
1